OPENCXO · OPERATIONS PLATFORM
One back office, built once and deployed for each client
Most of my clients needed the same thing behind the website: one place for leads, contacts, deals, outreach and reporting. I built it once as a platform a business owns, and I deploy it for each client with their brand and their own modules.
The situation
Every engagement started with the same gap. Leads sat in an inbox, contacts lived in a rented CRM nobody opened, and reporting meant pulling numbers from several tools by hand. Off-the-shelf software could cover it, at a per-seat price and without ever fitting how the business worked.
What we built
THE ADMIN
- A gated admin with seven modules: Dashboard, Insights, Leads, Contacts, Deals, Campaigns and Activity
- A dashboard that shows what needs attention and the contacts worth a call today
- A leads inbox fed by every form on the site, with source tracking and instant alerts
- A contacts CRM with segments, inline editing, notes and engagement history
- A deals pipeline the team can work from
CONTACT ENRICHMENT
- A research pass on each new contact that suggests their title, company, role history and background
- Every suggestion carries a confidence level, a source link and a date
- A suggestion that conflicts with what the person told us is flagged, and their own answer wins
- Nothing changes on a record until someone on the team accepts it
- Live in client deployments, where it runs as new leads arrive
OUTREACH
- Email campaigns sent from the platform, with open and click tracking
- One-to-one email from the contact record, with attachments
- Unsubscribe and suppression handling built in
- One activity feed across leads, contacts, deals and campaigns
DATA AND DEPLOYMENT
- Company, contact, lead, deal and activity records in one database the client owns
- Row-level security on every table, and an allowlist for who gets in
- A brand layer, so each client gets their own colors, type and copy
- Run in parallel with an existing CRM, with a reconciliation check that shows the two agree before anything is switched off
Screens
Screens from the platform, shown with sample data.
What changed
- Clients own their contact data instead of renting access to it
- Leads, outreach and results sit in one view
- A new deployment starts from a working system, not a blank page
- Every build makes the next one better
Want something like this in your business?
Tell me what is going on and I will tell you what I would build first.